Keep upcoming account earnings dates in view
Get a concise scheduled look at earnings events for the customer companies you care about most.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Earnings Calendar V2.1
Tool to retrieve earnings calendar data (v2.1). use when you need dates, estimates, and actuals for upcoming earnings events.
Why this helps
When customer earnings dates are not in the day-to-day workflow, timely preparation becomes another thing to remember.
- Keep upcoming earnings visible for chosen accounts.
- See dates and available estimates in one report.
- Use a recurring check to reduce manual calendar searches.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Benzinga once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the account earnings watch.
- 3Tell Notis which Salesforce accounts to include and ask it to retrieve upcoming Benzinga earnings dates and available estimates.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real account and review the result.
Questions about this workflow
Can it focus on a subset of accounts?
Describe how Notis should identify the accounts using information already present in Salesforce.
Can I ask for immediate streaming updates?
This workflow uses the earnings calendar lookup on a schedule. Benzinga also has a real-time earnings stream action, but a scheduled report is the selected setup here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Benzinga. A trigger fires from one place; an action lands in another.
Salesforce triggers
Benzinga actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Calendar Earnings Stream
Tool to subscribe to real-time earnings calendar events via websocket. use when you need immediate updates as reports are announced.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tool to retrieve upcoming and historical conference call details such as times, tickers, and webcast urls. use when filtering conference calls by date range or ticker symbols.
Account Created or Updated
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Get Consensus Ratings
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Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Earnings Calendar V2.1
Tool to retrieve earnings calendar data (v2.1). use when you need dates, estimates, and actuals for upcoming earnings events.
Record Updated (Generic SObject)
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New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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Tool to fetch analyst ratings calendar data including rating actions, price targets, and analyst details. use when querying upcoming or historical analyst ratings.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get Removed
Tool to retrieve removed or cancelled calendar events. use when you need to identify calendar items removed for specific event types or filtered by removal timestamp.
Connect any two apps with Notis in the middle.
Salesforce and Benzinga, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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